5.2. Describe shared activities and integration options in Dynamics 365 customer engagement apps
Skill 5.2. “Describe Shared Activities and Integration Options in Dynamics 365 Customer Engagement Apps” covers the various features and tools available in Dynamics 365 customer engagement apps that allow for shared activities and integration with other applications. This skill includes the following topics:
- Customers and activities: Describes how to create and manage customer records and activities within Dynamics 365 customer engagement apps.
- Search criteria and filters: Describes how to use search criteria and filters to find specific customer records and activities within Dynamics 365.
- Reporting capabilities: Describes the reporting capabilities of Dynamics 365 customer engagement apps, including dashboards, charts, and views.
- Microsoft Teams integration: Describes how to integrate Dynamics 365 customer engagement apps with Microsoft Teams to enable collaboration and communication.
- Microsoft Outlook integration: Describes how to integrate Dynamics 365 customer engagement apps with Microsoft Outlook to enable synchronization of contacts, appointments, and tasks.
- Microsoft Excel integration: Describes how to integrate Dynamics 365 customer engagement apps with Microsoft Excel to enable data analysis and reporting.
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Question 1 of 10
1. Question
A company uses Dynamics 365 Sales. The company plans to use SharePoint Online to manage documents.
For each of the following statements, select Yes if the statement is true. Otherwise, select No.You can access SharePoint Online documents from within Dynamics 365 Sales.
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Question 2 of 10
2. Question
A company uses Dynamics 365 Sales. The company plans to use SharePoint Online to manage documents.
For each of the following statements, select Yes if the statement is true. Otherwise, select No.SharePoint Online users can access files saved to SharePoint Online without signing into Dynamics 365 Sales.
CorrectIncorrectHint
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Question 3 of 10
3. Question
An oil company uses Power Automate to report environmental impact data to a regulatory agency. You need to ensure that secure data from Dynamics 365 Finance is not accidentally exposed in reports to the regulatory agency.
What should you configure?CorrectIncorrect -
Question 4 of 10
4. Question
A sales team wants to use the right Microsoft application to collaborate with other sales team members. The application should allow the team to access and update account information from Dynamics 365 Sales
Which Microsoft application should the team choose?
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Question 5 of 10
5. Question
Select the answer that correctly completes the sentence.
You will use _________ to send a customized quote with data from Dynamics 365 Sales to the customer which includes your company logo and standard terms and conditions.
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Question 6 of 10
6. Question
You are using Dynamics 365 Marketing application to manage email campaigns. You’d like to create a segment in the Marketing application. You must use a solution that analyzes the data using Artificial Intelligence (AI) and the data collected from various applications.
Which application should you choose?CorrectIncorrect -
Question 7 of 10
7. Question
A company wants to send a survey from a Dynamics 365 lead record. They need the question responses to be tracked in Dynamics 365 automatically when completed.
Which application should the company use?
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Question 8 of 10
8. Question
A company uses Dynamics 365 Sales. The following groups of users must be able to perform specific activities with account data.
You need to export data for each group of users.
Which export options should you recommend? (To answer, drag the appropriate export options to the correct user groups. Each export option may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.)Sort elements
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- Group A
- Group B
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Dynamic Worksheet
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Static worksheet
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Excel Online
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Question 9 of 10
9. Question
You have a chart that displays a summary of accounts by industry. You need a chart that displays the same data grouped by city. You must be able to access the chart at a later date.
What are two possible ways to achieve this goal? (Select two.)CorrectIncorrect -
Question 10 of 10
10. Question
A company uses Dynamics 365 Sales. The company plans to use SharePoint Online to manage documents.
For each of the following statements, select Yes if the statement is true. Otherwise, select No.Sharepoint Online uses document security settings from Dynamics 365 Sales.
CorrectIncorrect